Disciplined Investments, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Disciplined Investments, LLC
- $195 Million
- Q3 2024
A detailed history of Disciplined Investments, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Disciplined Investments, LLC holds 8,107 shares of VTEB stock, worth $404,863. This represents 0.21% of its overall portfolio holdings.
Number of Shares
8,107
Previous 7,173
13.02%
Holding current value
$404,863
Previous $359,000
15.32%
% of portfolio
0.21%
Previous 0.2%
Shares
20 transactions
Others Institutions Holding VTEB
# of Institutions
1,189Shares Held
511MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.73 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.63 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio